Ordway's April 2024 release is now available in your Production environment. Please read these updated release notes for the latest information.

• Feature Enhancements
  • New Analytics Platform
    • Save As for Standard Reports
  • Finance
    • Integration Status
  • Platform
    • Custom Field Enhancements for New UI/UX
    • Import Override
  • Commerce
    • Audit Logs
    • Subscription History
    • PAYARC Payment Gateway
  • Help Center Documentation
    • New
    • Updated

Feature Enhancements

New Analytics Platform

Save As for Standard Reports

Standard Reports can be modified and saved as a custom report by using the Save As function within the report execution page. This new method is in addition to Clone action which creates custom versions of standard reports. 

Changes that can be saved include filter values, column changes, and other customization options allowed within the report Edit option. Execute a Standard Report and click Save As to use this new function.

Finance

Integration Status

This new feature will allow for the integration status of an object to be viewed on the record as well as in lists. The Integration status will identify the state of specific integrations like Avalara (Tax) and Accounting Systems (QBO/SageIntacct/NetSuite/Xero) if the integrations are enabled. 

Clicking on the status directs the user to the logs where further details can be obtained. 

Integration Status is currently displayed for all Accounting and Tax system integrations. 

Read more about Integration Status in our Help Center. 

Platform

Custom Field Enhancements for New UI/UX

• Custom Field Enhancements for New UI/UX
  • Custom Field definition updated to new Experience.
  • Custom fields defined as required are now indicated with a red * on the details screen.
  • Validation added for custom fields of type Date.

Import Override

• Import data supports the ability to update existing records if the ID matches or create a new record even if Id matches. The “Overwrite Existing Records with matching Ids'' options controls this behavior. 
  • If the Option is set to true, the system attempts to update records by matching the Id provided in the import data with a record in the system. If no record is found, a new record is created. 
  • If the option is set to false, the system always creates a new record.

Commerce

Audit Logs

• Audit Logs within the Customer Portal and Pay Now Portal have been improved. 
  • Capturing Login and Reset password activities for Customer Portal.
  • Payment Method addition/deletion by Customer Portal, Pay Now portal or Ordway user is clearly identified now.
  • Source of payment generation is identified.

Subscription History

History of Subscription will now open in a separate window. This makes it easier for customers to view historical details over a bigger canvas.

PAYARC Payment Gateway

PAYARC is now available as a new Payment Gateway in Ordway to handle Credit Card and ACH payments in USD transactions. 

Notes: 

• PAYARC payments are not instantaneous, as the gateway is updated only once daily. 
• Customer portal support for PAYARC will be available in future releases.

Help Center Documentation

Check out these new & updated articles since 01/31/24! 

New

• 2024.02.26 Action Needed for Reporting Currency in Custom Reports
• Integration Status

Updated